CP
USMV icon

Castleview Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Castleview Partners’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-483
Closed -$42.8K – 547
2024
Q4 		$42.8K Buy
483
+1
+0.2% +$92 0.02% 358
2024
Q3 		$44K Hold
482
– – 0.03% 341
2024
Q2 		$40.5K Sell
482
-165
-26% -$13.6K 0.02% 353
2024
Q1 		$54.1K Buy
647
+165
+34% +$13.3K 0.03% 343
2023
Q4 		$37.6K Sell
482
-184
-28% -$13.7K 0.03% 358
2023
Q3 		$48.2K Buy
666
+185
+38% +$13.8K 0.04% 260
2023
Q2 		$35.8K Sell
481
-755
-61% -$55.2K 0.03% 304
2023
Q1 		$89.9K Hold
1,236
– – 0.08% 191
2022
Q4 		$89.1K Buy
+1,236
New +$88K 0.09% 173

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castleview Partners's USMV Position: Q1 2025 in Review

Castleview Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 483 shares — an estimated $42.8K sold.

Castleview Partners first reported a position in USMV in Q4 2022 and held it in 9 quarters. The position peaked at $89.9K in Q1 2023. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

  • Castleview Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 483 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $42.8K.
  • Castleview Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and held it in 9 quarters.
  • Castleview Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $89.9K in Q1 2023.
  • 1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.